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Salesforce Reporting and Dashboards by Johan Yu

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Scheduling a report

Another great feature offered by Salesforce is the capability to schedule and send reports via e-mail. For users who are not using Salesforce in their daily work but need to see the report periodically, they may sometimes just forget about the report. With the scheduling of reports, an e-mail notification will be sent automatically in HTML format to the recipients defined, but recipients must have an active Salesforce license.

Users with the Schedule Reports permission given in Profile or Permission Set are able to schedule reports for themselves or include other users or just schedule reports for other users. We can define report scheduling frequency as follows:

  • Daily: This is scheduled every weekday or every day
  • Weekly: This ...

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